Whether simple or sophisticated, managing your clients’ portfolios is easier and more efficient when you can do it all in one place.

The portfolio management functionality within our software solutions gives you everything you need to manage your clients' portfolios effortlessly. With real-time data that can be accessed by both you and your clients, you’re always up to date while the impressive visual modelling tools ensure you’re always adding value by delivering the best outcomes for your clients.

Business benefits

Portfolio Management solutions - IRESS Portfolio System, Pulse Symphony

  • A complete system for simple to sophisticated portfolios 
  • Quickly report on your clients’ portfolios
  • Create model portfolios 
  • Tailor how you want to present information to the client
  • Automated datafeeds, no need to do anything
  • Monitor, manage and trade on client portfolios directly and in real-time 
  • Offer clients secure online access to their portfolio and real-time information
  • Fully hosted and supported

What our customers say

Watch the XPLAN video

Find out how XPLAN offers a complete solution to portfolio management

Related solutions

Take the next step

Want to know more? Let's chat.

Contact us today

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept